Patron Contact Card

Accessing the Patron Information

Occasionally, you may need to change or add information in a Patron's record (e.g. if the Patron changes their contact information, gets married, etc.). Changing a Patron’s information is simple and done through the Contact Card.

Some Patron Data may be marked as mandatory fields within the Company Preferences. These pieces of information must be entered in order to save changes to the contact card. The Contact Card can be access in 2 different ways:

From the Contact List ribbon bar, click the  Contact Card  button.

From inside the patron record you can choose:

1. Clicking on the name of a household member.
2. Clicking on the hyperlinked title of the Patron’s contact information.
3. Clicking on the Contact Card button on the Contact Info tab.